John Joseph Veth
Investment adviser representative at Strategic Advisers LLC
15 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsAug 2022 to now
- J.P. Morgan Securities LLCJul 2021 to Jul 2022
- JPMorgan Chase Bank, N.A.Jul 2021 to Jul 2022
- Out of Bounds Brewing CompanyMay 2020 to Jun 2021
- Northwestern Mutual Investment Services, LLCApr 2019 to Jul 2019
- California State UniversityJan 2019 to Dec 2020
- Leatherby's Family CreamerMar 2017 to Aug 2019
- UnemployedJul 2011 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7112199
- Firm CRD
- 104555